Sentences with phrase «generational asset transfer»
Retirement assets are a big slice of the historic generational asset transfer now in motion, and because of their complex tax and legal structure, your clients need help in maximizing the value of this part of their legacy.
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All told, a «generational transfer» of $ 30 trillion in financial and non-financial assets is expected to change hands from U.S. baby boomers to their children over the next few decades.